Who Needs a Trustee

Who Needs a Professional Trustee?

Temporary - Family Mother Daughter

Every single Trust and client are unique — and so there are many reasons why clients choose to have a professional Trustee:

Family: Many clients select a professional Trustee because they don’t have family, or their family is not nearby. 

Children: Others choose a professional because they don’t want to burden their children, or their children may not have time or experience to run a Trust. 

Health: Some clients foresee health issues and want to make their decisions and plans now, when they are in their best health possible, mentally and physically.

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Monterey California Attorney Lori Silver Probate Trustee Taxation

  Trustee / Fiduciary in Monterey
  Professional Trustee
  What Does a Trustee Do
  How to Choose a Trustee

Call for an appointment to discuss your professional Trustee / Private Fiduciary needs: 
831-375-3030

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Contact Lori Silver

Monday-Friday:  9:00am - 5:00pm PST
Phone: 831-375-3030
187 El Dorado Street, Monterey, CA 93940